Schedule list
The default list view shows all schedules for the building.
Schedules list with title, work type, recurrence, status, and task counts
Use Search schedules to find records. Use the column control to show or hide fields.
Bulk edit schedules
Update multiple schedules at once from the list at the building or portfolio level. Bulk updates run as a batch: AssetOps processes each selected schedule individually. Valid items complete even when some rows fail. Failed rows stay available to review and export with the failure reason. When you start a batch, a popup confirms that processing started. If another bulk update is already running, the new job is queued. Review the seven-day Bulk History for who triggered the update, success and failure counts, and exportable failure details. A badge shows whether the batch finished fully or stopped because of an interruption. Select one or more rows, then select Edit.
Bulk Edit modal updates assignee, team, and auto-fail for selected schedules
Dropdown
User assigned to work orders the selected schedules generate.
Dropdown
Team assigned to work orders the selected schedules generate.
Dropdown
Auto-fail behavior for work orders created by the selected schedules.
Dropdown
Activate or deactivate the selected schedules.
Field
Number of days that set when generated work orders are due.
Date
Date that triggers the next schedule run.
Toggle
Force an immediate auto-fill across the selected schedules.
1
Select schedules
Use row checkboxes or the header checkbox to select schedules in the list.
2
Open Bulk edit
Select Edit in the toolbar.
3
Choose fields to update
Enable the checkbox for each field you want to change. Select values only for checked fields. You can set activation mode, due-by days, next run date, and auto-fill in addition to assignee, team, and auto-fail.
4
Save and review
Select Save to start the batch, or Cancel to close without saving. Confirm progress in the popup, then use the seven-day bulk history to export any failed rows.
Calendar view
Select the calendar view toggle to see scheduled work on a monthly grid.
Calendar view shows schedule items by day with maintenance and inspection icons
Filters
Select Filters to open the filter panel.
Filter schedules by date, work type, assignee, team, frequency, and asset
Select Clear all to reset filters.
Export
Open the vertical ellipsis menu in the schedule list header and select Export to download schedule data.Create a schedule
Select + Create to start a new schedule.Choose work type
Select Preventive Maintenance or Inspection, then choose an inspection type when applicable
When you select Inspection, choose an Inspection type:
Select Continue to open the New schedule wizard.
Wizard overview
The wizard has five steps:Step 1: General info
General info step with title, asset type, assignee, team, description, and attachments
Field
required
Name for the schedule.
Dropdown
required
Asset types this schedule applies to.
Dropdown
User assigned to work orders the schedule generates.
Dropdown
Team assigned to work orders the schedule generates. Work orders assign to the entire team so members can assign work to themselves.
Field
Notes about the schedule scope or procedure.
Field
Files such as procedures or reference images. Select the upload area to add attachments.
Step 2: Schedule
Configure when and how often the schedule runs.
Schedule step with recurrent timing, frequency, repeat days, months, and auto-fail
Dropdown
required
Just once, Recurrent, or On demand. The fields below change based on your selection.
Date
required
When the schedule begins generating work.
Date
Optional end date for the schedule window.
Field
required
Number of days the assignee has to complete work after it is scheduled.
Dropdown
required
Recurrence interval for recurrent schedules (for example, Weekly). Some frequencies support custom repeat options.
Toggle
When enabled, work orders auto-fail if not completed by the configured threshold.
Field
required
Days after the due date before auto-fail applies (shown when Auto-fail is on).
Step 3: Assets
Choose how assets are included on the schedule.
Add assets by asset type or by selecting individual assets from a list
When you use Add by asset list, search and filter the table, then select rows.
Filter assets by level and location when adding by list
Select individual assets with checkboxes before continuing
Step 4: Tasks
Assign work that each generated work order should include.
Tasks step with task list, search, and selected tasks panel
Search tasks, select rows, then use the arrow control to move tasks into Selected tasks. Select Confirm after search if needed. Select Next when at least one task is selected.
Step 5: Overview
Review general info, schedule timing, and selected tasks before you create the schedule. The overview shows title, recurrence, due rules, and selected tasks in read-only summary sections. Select Back to change a prior step, Cancel to exit, or Create to save the schedule.
Complete the wizard to create the schedule
Schedule detail page
Select a schedule Title from the building list or calendar to open the schedule detail page. From the portfolio schedules list or calendar, select the Title link or the external-link icon beside the title to open the same detail page in this building context. The header shows the schedule name, a back control, and a menu for additional actions. Five tabs organize schedule content:Details tab
Details tab with general information, description, and schedule timing sections
Select the icon on General information or Schedule to edit those sections.
Description holds optional notes about the schedule.
Schedule shows timing and recurrence:
Attachments tab
Attachments tab with Upload and file cards
- Select Upload to add files to the schedule.
- Each card shows upload date, uploader, and file name.
- Use the row menu on a card for file actions.
Tasks tab
Tasks tab lists assigned templates with search, reorder, and Add Task
Use Search to find tasks. Select Reorder to change task order on generated work orders.
Select + Add task to assign templates from your portfolio library.
Add Task dropdown includes Add Custom Task
Add Task modal lists templates with asset types and external links
Assets tab
Assets tab lists building assets on the schedule with Add Asset
Select + Add asset to include more assets. Use Search to filter the list.
Edit addition method changes how assets are added to the schedule
Logs tab
Logs tab shows work order generation history by run number and date
Open a log entry to review work orders created for that run.
Manage schedule status
From the Details tab you can:- Change Status between Active and inactive
- Edit general information and schedule timing
- Trigger on-demand schedules manually when the schedule type is on demand
Inactive schedules do not generate new work orders. Existing work orders already created remain unchanged.
Related modules
Task templates
Define reusable tasks and task groups for schedules.
Work orders
View work orders generated from schedules.
Assets
Review assets included on schedules and linked devices.
Teams
Assign teams that receive scheduled work orders.
Schedule fields
Look up schedule columns, recurrence options, and field definitions.